Are Your Management Reports Just An Illusion?

Many financial institutions produce management reports using data only from their general ledger systems. An example is producing branch profitability reports limited to data from the branch’s cost center. Limiting the […]


The Effect of Covid-19 on Bank Earnings, Credit Quality and Valuations

Guest: Gerard Cassidy, Managing Director – Equity Research, RBC Capital Markets (Taped May 13, 2020) Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking […]


Covid-19 and Bank Liquidity

Guest: Brian Velligan, Managing Partner, Velligan-Blaxall Consultants, LLC Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and […]


Paycheck Protection Program

Thursday evening (April 2, 2020) the Small Business Administration issued 13 CFR 120, its Interim Final Rule (“IFR”) regarding the PayCheck Protection Program (“PPP”). The 31-page document comes just hours […]


What’s the Next Crisis?

I remember a speech given by Jamie Dimon, Chairman and CEO of JP Morgan Chase, at the New York Bankers Association Convention back in the fall of 2009. It was […]


Millennials – What Do They Want from Their Bank?

Guest: Craig Rodenberger, Vice President and Marketing Director, Ephrata National Bank Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion […]


Private Equity Investing in Banking

Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news […]


Banking New Year’s Resolutions – We Have Opinions / Negotiating Merger Transactions

 Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking […]


Banking Profitability Roundup

End of year brings banking industry summaries. Some are very good, such as this one written by Jeff Davis of Mercer Capital (Mercer). In his summary, you’ll find charts and […]


Bob Kafafian – Up Close and Personal!

December 23, 2019 | Podcast

Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news […]